Bloomberg Surveillance TV: December 2nd, 2025

Bloomberg Surveillance TV: December 2nd, 2025

  • Jim Zelter, President at Apollo Global Management
  • Lindsey Piegza, Chief Economist at Stifel
  • Katy Kaminski, Chief Research Strategist at AlphaSimplex
  • Matt Shay, President of the National Retail Federation

Apollo Global Management President Jim Zelter looks at some of the expectations for the year ahead while highlighting this year’s strengths in the M&A market and the “amazingly resilient” US economy. Lindsey Piegza, Chief Economist at Stifel, shares her expectations for next week’s FOMC meeting and the path ahead for monetary policy into 2026. Katy Kaminski, Chief Research Strategist at AlphaSimplex, discusses how rate cut optimism is carrying over into small and mid-cap stocks. Matt Shay, President of the National Retail Federation, shares his insights into the state of the US consumer with holiday shopping season in full swing.

See omnystudio.com/listener for privacy information.

Jaksot(4318)

Glassman: Jobs Day Preview

Glassman: Jobs Day Preview

JPMorgan's James Glassman previews Jobs Day with with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

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Faber: We love to see value and momentum overlap

Faber: We love to see value and momentum overlap

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Maki:I don't think we will go back to old growth rates

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Zhu:China's economy is facing downward pressure

Zhu:China's economy is facing downward pressure

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31 Maalis 201620min

Batley: Brexit market fears related to France more than Britain

Batley: Brexit market fears related to France more than Britain

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31 Maalis 201611min

Rajadhyaksha: difficult to see 2.5 percent inflation in 2017

Rajadhyaksha: difficult to see 2.5 percent inflation in 2017

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31 Maalis 201619min

Sinche: the dollar will creep gradually higher on better data

Sinche: the dollar will creep gradually higher on better data

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Derman: no simple models to replace bell curve

Derman: no simple models to replace bell curve

Columbia University's Emanuel Derman weighs in on the bell curve model and neo-classical finance on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy info...

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